BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.72B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$33.2M
3
+$18M
4
SYNA icon
Synaptics
SYNA
+$17.4M
5
RES icon
RPC Inc
RES
+$14.7M

Top Sells

1
+$47.5M
2
+$35.4M
3
+$28.7M
4
TIBX
TIBCO SOFTWARE INC
TIBX
+$27.1M
5
CRR
Carbo Ceramics Inc.
CRR
+$25.7M

Sector Composition

1 Financials 17.14%
2 Technology 16.28%
3 Industrials 12.97%
4 Healthcare 12.65%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42.5M 0.63%
1,279,490
-204,941
52
$42M 0.63%
174,490
+190
53
$41.6M 0.62%
1,295,318
+12,774
54
$41.1M 0.61%
135,889
+22,679
55
$41.1M 0.61%
1,381,830
-152,659
56
$40.6M 0.61%
1,379,180
-137,357
57
$40.6M 0.6%
430,612
+5,603
58
$40.2M 0.6%
1,357,131
+389,187
59
$40M 0.59%
888,955
+55,325
60
$39.8M 0.59%
551,819
+40,535
61
$39.3M 0.59%
789,580
-18,918
62
$39.3M 0.59%
1,473,332
+441,014
63
$38.3M 0.57%
278,720
-346,202
64
$38.2M 0.57%
717,289
-29,255
65
$37.9M 0.56%
716,699
-33,168
66
$37.6M 0.56%
474,005
+59,325
67
$37.6M 0.56%
247,266
-12,942
68
$37.2M 0.55%
404,635
-24,279
69
$36.8M 0.55%
763,021
-35,389
70
$36.5M 0.54%
1,411,838
-83,718
71
$36.2M 0.54%
1,902,438
-81,806
72
$36.2M 0.54%
719,167
-31,617
73
$36.2M 0.54%
964,014
-41,244
74
$35.8M 0.53%
850,801
-43,314
75
$35.6M 0.53%
912,093
-42,331
1 2
3
4 5